TWM
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Tradition Wealth Management’s Watsco Inc WSO Stock Holding History

Tradition Wealth Management’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-459
Closed -$203K – 510
2025
Q2 		$203K Buy
459
+1
+0.2% +$464 0.02% 427
2025
Q1 		$233K Buy
458
+14
+3% +$6.9K 0.02% 388
2024
Q4 		$211K Sell
444
-117
-21% -$59.3K 0.02% 389
2024
Q3 		$276K Buy
561
+2
+0.4% +$961 0.02% 341
2024
Q2 		$259K Buy
559
+4
+0.7% +$1.83K 0.03% 335
2024
Q1 		$240K Buy
555
+3
+0.5% +$1.21K 0.02% 340
2023
Q4 		$237K Sell
552
-7
-1% -$2.71K 0.02% 301
2023
Q3 		$211K Buy
559
+4
+0.7% +$1.45K 0.03% 300
2023
Q2 		$212K Buy
555
+4
+0.7% +$1.36K 0.02% 301
2023
Q1 		$175K Buy
+551
New +$162K 0.02% 323

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William Blair & Company
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